Ellis Investment Partners’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-105
| Closed | -$7K | – | 676 |
|
|
2022
Q3 | $7K | Sell |
105
-105
| -50% | -$7K | ﹤0.01% | 629 |
|
|
2022
Q2 | $22K | Hold |
210
| – | – | 0.01% | 492 |
|
|
2022
Q1 | $29K | Hold |
210
| – | – | 0.01% | 475 |
|
|
2021
Q4 | $39K | Buy |
210
+105
| +100% | +$19.5K | 0.01% | 454 |
|
|
2021
Q3 | $18K | Buy |
+105
| New | +$18K | ﹤0.01% | 531 |
|